-24.4%
UBER vs CB
+28.5%
-52.9%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.4% | +4.2% | +3.8% |
| 7D | +6.7% | -1.5% | +8.2% | +6.8% |
| 30D | -0.5% | +6.5% | -7.0% | -0.4% |
| 3M | -5.1% | +4.1% | -9.2% | -5.3% |
| 6M | -5.7% | +14.4% | -20.1% | -4.2% |
| YTD | -12.9% | +17.5% | -30.4% | -9.7% |
| All | -24.4% | +28.5% | -52.9% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling